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Job Details

Description

POSITION SUMMARY

The Community Development Finance (CD Finance) Relationship Manager will be responsible for originations and relationship management of Community Reinvestment Act (CRA) qualifying loans and investments in support of low income housing tax credit (LIHTC) projects, Small Business Investment Companies, New Markets Tax Credits, and community development financial institutions (CDFIs) for Company, N.A.’s CRA Program. The RM will conduct financial analysis and due diligence on potential loans and investments, prepare committee approval packages, and work with legal counsel to manage the closing process for the Bank’s growing community development portfolio. This position provides support to the CD Finance Director and works in partnership with CD Finance Portfolio Management.

PRIMARY DUTIES & RESPONSIBILITIES

Conduct due diligence analysis on potential community development loans and investments throughout the Bank’s footprint. Perform site visits to lending opportunities 20%

Conduct financial modeling to evaluate the structure of community development loans and investments. Coordinate reviews with internal partners 15%

Prepare committee materials for review and approval. Assist with the coordination of internal reviews and approvals with internal departments 25%

Work with internal and external counsel to achieve timely closing of transactions 20%

Coordinate new client onboarding with Operations, CD Finance Portfolio Management Team and third party vendors. Collect new client onboarding documents 10%

Assist with outreach for new relationships. Maintain lead database and prepare pipeline reports on potential transactions 10%

QUALIFICATIONS

Bachelor’s Degree in business, finance, accounting, or economics

Business Experience (prior years work/related experience) 5 years of commercial real estate finance or community development experience

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Hours
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